The Mr. Cooper acquisition is underappreciated and has created a 1+1 =3. Wall Street still doesn’t get it. If Rocket were named “Rocket.ai” instead of generating real cash flow in a misunderstood, “boring” sector, this would already be a $30B company. But that’s

The Mr. Cooper acquisition is underappreciated and has created a 1+1 =3. Wall Street still doesn’t get it. If Rocket were named “Rocket.ai” instead of generating real cash flow in a misunderstood, “boring” sector, this would already be a $30B company. But that’s

$RKT Rocket Mortgage is on track to become the most dominant mortgage company in the world within three years. The U.S. residential housing market is the largest commerce vertical on the planet—bigger than autos, bigger than health care—and it’s still largely analog, fragmented,

$RKT This is not hype Go through the deck, do your work, and ask yourself: Is Rocket quietly building a $60B juggernaut while Wall Street sleeps? s205.q4cdn.com/636124780/file…

Just bought more $RKT Rocket is about to Rocket- and we have already seen a “turning point”. #amazonofhousing According to a Bloomberg Intelligence report released this morning, it affirms all Citron points and gives DATA. After recently acquiring the servicing rights to

$RKT CEO Varun Krishna just presented at JPM and amongst many other points talks about how their $500 million investment in AI already paying off with 21% more clients, 50% client/team efficiency, 14% faster turns. CEO calls the company a "SLEEPING GIANT” and the company has an

$RKT – Game on. ValueAct just filed a 10% stake. Mason Morfit isn’t just any investor—he’s the mind who reshaped Microsoft from the boardroom. Citron has been active on Wall Street for 25+ years, and Morfit remains one of the most strategic, long-term thinkers we’ve ever met.

Yesterday’s Google’s Gemini 2.5 updates at I/O 2025 empower "Little Language Lessons," launched weeks ago, to challenge Duolingo ($DUOL) again with AI-driven, personalized lessons—like Tiny Lesson’s trip-specific phrases and Word Cam’s photo-based vocabulary—outpacing Duolingo’s

Duolingo has added to its own problem on its AI pivot.. The result? A full blown uninstall movement. Users revolted over stripped-down lessons, robotic UX, and lost features. Duolingo deleted all its TikTok and Instagram content—erasing its brand in panic. Its comeback? That’s

Yet Duolingo trades at 171x forward earnings SOO STUUPID forward earnings—as if it has a moat, pricing power, and no threats. But its product is now easily copied, squeezed by open-source tools below and Google’s AI dominance above. The growth story is broken, the brand is

$DUOL This got lost in the mix and deserves its own post. This is THE marketing message from a $20 BIL company being challenged by Google. tiktok.com/@duolingo/vide…

We were short $DUOL before last earnings and got it wrong. But the thesis hasn’t weakened—it’s only gotten stronger. Yesterday, Google changed the entire language learning market at I/O 2025. Google translate can now replicate your sound tone and expression of our voice. Saying

Some tweets age better than others this was one year ago and SPOT ON! $BABA was $80 and $PDD $140. Always thinking forward

$RKT Elizabeth Warren and Bernie Sanders have NEVER made Citron want to buy a stock….until now. warren.senate.gov/imo/media/doc/… In her June 3rd letter, Senator Elizabeth Warren tried to sound the alarm on Rocket’s merger with Redfin and Mr. Cooper—what she really did was ring the bell

$NBIS Citron was on $NBIS before a single analyst bothered to look. Six months later, the Street finally caught up. Congrats to those who didn’t need a buy rating to believe. fool.com/investing/2024…

$GOGO +100% since our March 11 post — no meme, no hype, just forgotten value. Not short here, no opinion at this level. As for the obvious shorts out there? Silence says enough. We’re busy hunting the next double — as always, asymmetry wins.

How about this for a call? In Feb 2021, at the height of SPAC mania, Citron said ASTS could hit $50. It crashed to the low single digits… and now it’s almost there — still pre-revenue. Here’s the kicker: If you adjust for today’s ~$10B market cap using the shares outstanding